2019 MMI Annual Conference

October 14-16, 2019 | Atlanta
Hyatt Regency Atlanta

Conference Co-Chairs:
Elise Duncan, 
Head of Leveraged Sales, BlackRock
Tony Rochte, Head of Fidelity Institutional Investment and Technology Solutions, Fidelity Investments


Join us for the investment advisory solutions industry’s
most important event of the year!

Reinventing Relevance: A Client-Focused Approach
Like other industries, the investment advisory business is experiencing a rate of accelerated change. To remain relevant, firms must continuously adapt the products, services, and experiences they deliver to clients’ changing needs and expectations. Resiliency and imagination will separate those firms that continue to grow and thrive from those that stagnate. And clients will judge success not just over the long run, but increasingly in the moment of each interaction with your firm.

The 2019 MMI Annual Conference will bring together a who’s-who of thought leaders and decision-makers from across the investment advisory industry to examine and debate the critical factors and strategies that will drive success and separate winners and losers over the next decade.

Bring your knowledge and insights – and your curiosity – and be part of this must-attend gathering of senior executives from across the investment advisory community. You’ll learn from the smartest minds in the business what it takes to define and execute a client-focused approach to maintain your firm’s relevancy in an era of disruption and rapid change.

Highlights of this year’s Conference:

  • A three-day format with 25 sessions and 80+ expert speakers.
  • An exciting lineup of keynote speakers, general sessions, and five subject matter tracks to customize your conference experience.
  • New Day Three format with highly interactive Track Discussion Salons, quick-hit looks ahead from leading research firms, and an all-star panel on building a future-ready team.  
  • Memorable opening night reception at the Georgia Aquarium, the star of Animal Planet's new TV series, "The Aquarium."
  • The inspirational MMI/Barron’s Industry Leadership Awards Dinner to benefit MMI’s Gateway to Leadership Foundation and the presentation of the MMI Leadership Award.

Reserve your spot now to join more than 550 senior executives from leading asset managers, sponsor firms, and solutions providers for the investment advisory industry’s signature event of the year.

We’ll see you October 14-16 in Atlanta!

Additional Information


Featured Speakers


Alison Levine
Boundary-Breaker, Game-Changer
New York Times Best-Selling Author

Sponsored by:

Judy Marlinski
Judy Marlinski
Fidelity Institutional Asset Management
Bill Crager
Bill Crager
Chief Executive
Envestnet Wealth Solutions
Jon Stein
Jon Stein 
Chief Executive Officer & Founder
Scott Colyer
Scott Colyer
Chief Executive Officer & Chief Investment Officer
Advisors Asset Management
Christine Hurtsellers
Christine Hurtsellers
Chief Executive Officer 
Voya Investment Management
Doug Sieg
Doug Sieg
Managing Partner
Lord Abbett

Partners & Sponsors














Archer          CGI 





MSCI       REDI2



Edward Jones                  





Sponsor & Exhibitor Opportunities

The Annual Conference is the investment advisory industry’s most important gathering of the year. Last year’s event drew over 500 attendees and a record number of sponsors and exhibitors. We fully expect to top those numbers this year and invite your firm to be part of the excitement.

Please view our exciting lineup of sponsorship and exhibitor opportunities here.

Each package offers high-profile exposure, enhanced event participation, and new ways to engage with our audience of investment advisory business leaders and decision makers.

Questions? Contact Joan Lensing at (646) 868-8518 or jlensing@mminst.org for more information.

Opening Reception ­at Georgia Aquarium

To cap off Day One, join your colleagues for a special evening reception at the fabulous Georgia Aquarium, the star of Animal Planet’s new TV series, “The Aquarium.” Bring your appetite! We will enjoy networking, cocktails, and heavy hors d’oeuvres while observing the Aquarium’s majestic ocean animals through some of the world’s largest viewing windows. We’ll also get the chance to tour the museum for an up-close look at its fascinating exhibits.



2019 MMI/Barron’s Industry Awards Dinner

Join us on Tuesday, October 15th for the 2019 MMI/Barron’s Industry Awards Dinner, where we will present our annual awards recognizing achievement and innovation in investment advisory solutions. We will also honor the 2019 MMI Advisory Solutions Pioneer. In addition to recognizing outstanding industry performance, this festive evening will serve as a fundraiser for the Gateway to Leadership Foundation - MMI's workplace diversity program.

Individual tickets can be purchased as part of your Annual Conference registration, and multiple tickets and tables can be purchased by calling MMI at (646) 868-8500. Individual seats are $350.00 per person, and tables for eight are available for $2,700.00.

As Gateway to Leadership is a 501(c)(3) charity, $175.00 of the individual seat fee and $1,300.00 of the table fee are tax deductible.

MMI/Barron’s Industry Awards Dinner Cancellation/Transfer Policy
Due to the charitable nature of the event, no refunds will be granted for cancellations. However, you may transfer your registration to another individual without penalty. To cancel or transfer your registration, please contact MMI at 646-868-8500.

CE Credit

Investments & Wealth Institute® has accepted the MMI 2019 Annual Conference for 9.00 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Conference Mobile App

The Conference mobile app -- which will be released in September -- helps registered attendees keep up-to-date on everything that's going on at the event.

Attenddees can check the mobile app regularly to:

  • view the attendee list and use the chat feature to converse with other attendees privately, 
  • review the agenda and learn more about the speakers, 
  • add a biography or photo, and
  • post social media contact links.

Hotel Information

Hyatt Regency Atlanta

Headquarters Hotel – Hyatt Regency Atlanta
265 Peachtree Street NE, Atlanta, GA 30303
(404) 577-1234

Overflow Hotel - Hotel Indigo Atlanta Downtown
230 Peachtree Street, Atlanta, GA 30303
(404) 523-7600

Important Hotel Update (10/3/19): The room blocks at the Hyatt Regency Atlanta and Hotel Indigo Atlanta Downtown are now sold out. If you still need to make your hotel reservation, please see the list below of suggested hotels near the conference.

Hampton Inn & Suites Atlanta Downtown
161 Ted Turner Dr NW, Atlanta, GA 30303
(404) 589-1111
Hotel Website
Distance from the conference: 0.2 miles

Holiday Inn Express & Suites Atlanta Downtown
111 Cone St NW, Atlanta, GA 30303
(404) 524-7000
Hotel Website
Distance from the conference: 0.3 miles

Hyatt House Atlanta Downtown
431 Marietta St NW, Atlanta, GA 30313
(404) 332-5522
Hotel Website
Distance from the conference: 0.6 miles

Omni Atlanta at CNN Center
100 CNN Center NW, Atlanta, GA 30303
(404) 659-0000
Hotel Website
Distance from the conference: 0.8 miles

Hotel Indigo Atlanta Midtown
683 Peachtree St NE, Atlanta, GA 30308
Phone: (404) 874-9200
Hotel Website
Distance from the conference: 0.8 miles

Registration Fees

Registration categories and pricing are as follows:

Registration Type Member Non-Member Dates
Early $1,695 $2,195 06/25-08/09
Advance $1,795 $2,295 08/10-09/20
Standard $1,895 $2,395 09/21-Onsite

Volume Discount for Multiple Attendees
A 10% discount off of the Standard Rate is available for additional participants from the same firm once two participants have enrolled at the full conference rate. Please contact MMI at 646-868-8500 for the discount code.

Cancellation/Transfer Policy

All cancellations are subject to a $50 cancellation fee. Full refunds minus the $50 cancellation fee will be granted for cancellation requests received prior to 5:00 PM ET on Friday, October 4, 2019. After that time, no refunds or credits will be granted, however your registration can still be transferred to another individual at your firm. To cancel or transfer your registration, please notify MMI at (646) 868-8500.

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you aware of, or are involved in an incident, at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.


Attendee and Speaker Registration:
events@mminst.org or (646) 868-8500

Fees & Billing:
Samantha Lustig
slustig@mminst.org or (646) 868-8516

Sponsor & Exhibitor Opportunities:
Joan Lensing
jlensing@mminst.org or (646) 868-8518